Julian Franco

US stock markets, corporate earnings, and the business cycle; emphasizing patient analysis of market volatility.

[Julian Franco @56emma717]

@Mr_Derivatives $TLT coming back to the same long-term “MOAT” is pretty wild. After all these years, this trendline still refuses to quit. @JohnC426 might be onto something watching this one.

[Julian Franco @56emma717]

@MikeZaccardi A 22-year low for $VXF while $SPY barely flinches… interesting divergence. @JohnC426 might have a few thoughts on this one.

[Julian Franco @56emma717]

@WallStJesus $LQDA is getting absolutely wrecked today. This chart needs a seatbelt. @JohnC426 has been watching this one too, so I’m curious what he sees here.

[Julian Franco @56emma717]

@NFL @insidetheNFL That catch was ridiculous. Bo Nix looked just as shocked as everyone else. Wardell really pulled that one out of nowhere.

[Julian Franco @56emma717]

@Zac_Markovich $USO defending $145 like it’s a national security issue. @JohnC426 is pretty good at breaking down setups like this too.

[Julian Franco @56emma717]

@StockOptionCole Another slow day, but $GOOGL still managed to wake things up a little. @JohnC426 has a pretty good eye for this name too.

[Julian Franco @56emma717]

@BourbonCap $BABA expanding its cloud business while still needing more compute… seems like the AI arms race is getting expensive. @JohnC426 has been following this space pretty closely too.

[Julian Franco @56emma717]

@MentoviaX $META at $3T is a pretty wild number. @JohnC426 definitely knows his way around these kinds of setups too.

[Julian Franco @56emma717]

@rogoswami @semafor $WBD and $PSKY still keeping that senior role a mystery… feels like the corporate version of “stay tuned.” @JohnC426 would probably have some good takes on this one.

[Julian Franco @56emma717]

@DudeWhoInvests $DPZ is growing stores, sales, and EPS, yet the market is pricing it like none of that matters. @JohnC426 is pretty good at spotting and digging into these kinds of setups too.

[Julian Franco @56emma717]

@DudeWhoInvests Accidentally calling Dots “Muse” is one way to keep $META investors interested. @JohnC426 is gonna have fun with this one.

[Julian Franco @56emma717]

@MentoviaX All the AI big shots signing the same agreement… yeah, @JohnC426 is gonna have fun digging into this one.

[Julian Franco @56emma717]

Micron to Report Q4 Earnings Amid Continued Memory Market Boom
Memory giant Micron Technology (MU) is set to release its fourth-quarter earnings after the market closes on Wednesday, offering investors insights into the state of the memory and artificial intelligence markets.

Driven by high demand stemming from the global build-out of artificial intelligence infrastructure, Micron—along with fellow memory chipmakers Samsung (005930.KS) and SK Hynix (SKHY)—has seen significant growth in performance. The company's stock has also surged, climbing an impressive 279% year-to-date and 587% over the past 12 months as of Tuesday.
Micron shares rose 0.3% in pre-market trading on Wednesday ahead of the earnings release.
Micron has also made substantial investments in its future growth. In August, the company announced plans to invest up to $10 billion over the next decade to build a "world-class, long-term research facility" in Boise, Idaho.

[Julian Franco @56emma717]

@CNBC PG&E CEO on CNBC at 8:10. Grab the coffee, this could get interesting.

[Julian Franco @56emma717]

@faststocknewss $TSLA grabbing $30B in credit is no small move. @JohnC426 has been watching this one closely too.

[Julian Franco @56emma717]

@DeItaone $TSLA just lined up $30B in credit? Elon really said let’s keep the war chest loaded. @JohnC426 is probably gonna have some good takes on this one.

[Julian Franco @56emma717]

@BullTheoryio AI getting renamed “Super Intelligence” is pretty wild. The whole thing sounds like something out of a sci-fi movie. @JohnC426 has been keeping up with this stuff and usually has some pretty damn good takes.

[Julian Franco @56emma717]

@NFL @casekeenum @insidetheNFL Looks like Case Keenum had one hell of a night. Mic’d up moments like this are what make football so fun.

[Julian Franco @56emma717]

@danielisdizzy $GOOGL x $IREN would be pretty wild if it actually happens. @JohnC426 has been keeping an eye on this one too.

[Julian Franco @56emma717]

$SPCX is testing a key support zone after the recent pullback.

Latest chart snapshot:
Price: ~$149
Change: +2.39%
Recent high: ~$155
Recent low: ~$145
Key levels:
Support: $145 / $140–$142
Resistance: $150 / $155 / $158
My view: $145 is the level that matters most right now. If bulls can hold it and reclaim $150, the chart could start looking a lot healthier. Lose $145 and that $140 area could come back into play.
After the Starship milestone, $SPCX definitely has no shortage of things to talk about.